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Marshall Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Marshall Investment Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Sell
660
-226
-26% -$43.7K 0.05% 87
2026
Q1 		$163K Buy
+886
New +$166K 0.08% 80
2025
Q2 		– Sell
-2
Closed -$323 – 219
2025
Q1 		$323 Buy
+2
New +$327 ﹤0.01% 238

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marshall Investment Management's VOE Position: Q2 2026 in Review

Marshall Investment Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 26% in Q2 2026, selling an estimated $43.7K and leaving 660 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #87.

Marshall Investment Management first reported a position in VOE in Q1 2025 and has held it in 3 quarters since. The position peaked at $163K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Marshall Investment Management held 660 shares of Vanguard Morningstar Mid-Cap Value ETF worth $130K as of Q2 2026.
  • Marshall Investment Management sold 226 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $43.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #87 holding.
  • Marshall Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $163K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.